I feel like being an NVDA partner gives them some moat, compared to all the others. That is gonna be worth something in an increasingly competitive market. I would not invest in any of them, though.

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I held some Nbis back when it $40. I sold because I don't understand the moat. They just buy GPUs and rent them out. How is that a unique business model?

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I though "moat" meant business/sector competitive advantage, which is extremely difficult to overcome for other companies looking to increase their market share. This is not INTC's (or Boeing's, for that matter) case at all. This is just China-esque government interventionism. I wouldn't call that a moat.

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Amd has no moat. They can disappear tomorrow no one would cry

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PATH tech has no moat

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Sidney Sweeney is the only moat I need. Long CROX

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#TLDR --- Ticker: CROX Direction: Up Prognosis: Core Crocs business has a tech-like moat and margins. The stock is down due to a bad acquisition (Hey Dude), but international growth is booming, they're swimming in cash, and buying back shares. Secret Weapon: Sidney Sweeney is the new brand ambassador for Hey Dude.

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The main caution I have with RKLB is I don't necessarily see a moat. Launch is increasingly competitive with more entrants and they're already up against established sat manufacturers in LMT and L3HARRIS to name a few. Obviously I want them to succeed, but I don't see the compelling narrative for me personally to invest.

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what's their moat? sorry not super familiar with them microsoft is already 1/3 of the hyperscalers, you think they can get more out of them?

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Microsoft $19 billion 5 year contract proves its worthy. Full stack ai cloud provider with stronger moat. Low debt. Also margin is crazy for small caps. It swings like 50% and you would get margin called.

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